Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

Xbrit, I have no idea how far more that can go, it could be a lot, it could be a little, we are within the "panic stage" here with sentiment indicators much worse that we had in September. I was of the opinion that September was a 9/11 induced aberration, and thus the model excluded these from the potential target, the model (and I) were wrong. On the other hand, it is also my opinion, that I have seen more than the white in the MM's eyes, and while I am "out of ammunition" (almost, I still can do the MU and ZRAN trips if they let me <g), if I had any left, the rest of this week would be where I would deploy. Short should really cover their bet and not try and squeeze the last iota, IMTO. I am staying with my longs and will continue to do some little shifts (like selling a serving of COCO to buy NSTK today).

FSTW came out with a better report than I expected this morning, but got sold at the end of the day with the rest of the list. INVN came out with a better than expected result as well (and a promise of $1/share in the next quarter...), yet it is selling in AH as well. That madness will self abrogate, IMTO.

Zeev